How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Nova R Wealth

13F Portfolio OverlapQ2 2026Nova R Wealth portfolio →

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Most similar hedge funds by 13F overlap

Nova R Wealth, Inc. is an institutional investor managing $343M across 86 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Nova R Wealth are OXFORD FINANCIAL GROUP, LTD., AVITY INVESTMENT, Talos Eurisko Asset, with shared positions in $ISRG, $ETN, $MCD, $NEE, $APH, $TXN. The full ranking of 25 similar funds is below.

#1OXFORD FINANCIAL GROUP, LTD. LLCActive

Notable overlap · 4 shared positions

$ISRG $ETN $MCD $NEE

$2.0B

296 positions

#2AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$APH $TXN $NEE $AMGN $TJX $ETN

$1.6B

118 positions

#3Talos Eurisko Asset Management LPActive

Notable overlap · 3 shared positions

$APH $STM $NXPI

$703M

25 positions

#4HFR Wealth Management, LLCActive

Notable overlap · 7 shared positions

$APH $AMGN $NEE $TJX $SCHW $ADP

$410M

53 positions

#5James Hambro & Partners LLPActive

Notable overlap · 5 shared positions

$APH $ISRG $TXN $SPGI $TJX

$2.8B

68 positions

#6Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$APH $ISRG $TXN $SCHW

$1.2B

98 positions

#7TORRAY LLCActive

Notable overlap · 5 shared positions

$AMGN $TXN $NEE $APH $ORLY

$741M

91 positions

#8MCDANIEL TERRY & COActive

Notable overlap · 5 shared positions

$APH $TXN $ISRG $ETN $ADP

$1.3B

81 positions

#9EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$APH $ISRG $SPGI

$9.7B

90 positions

#10Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$AMGN $APH $NEE $MCD

$513M

70 positions

#11JLB & ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$APH $AMGN $ORLY $TJX

$748M

68 positions

#12RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 6 shared positions

$APH $NEE $ORLY $TJX $ADP $MCD

$794M

188 positions

#13NZS Capital, LLCActive

Notable overlap · 3 shared positions

$APH $TXN $ISRG

$3.9B

61 positions

#14Fortune Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$GRMN $APH $ORLY $TJX $ETN

$234M

163 positions

#15Biondo Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$ISRG $AMGN $ADP $MCD

$817M

89 positions

#16First Long Island Investors, LLCActive

Notable overlap · 6 shared positions

$APH $AMGN $NEE $ETN $ADP $MCD

$1.4B

73 positions

#17CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$APH $ISRG $ORLY $SPGI $TJX $ADP

$456M

67 positions

#18BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$TXN $AMGN $APH $SPGI $TJX $ETN

$346M

113 positions

#19Ravenstone Capital Management Inc.Active

Notable overlap · 4 shared positions

$APH $ISRG $SPGI $CP

$244M

54 positions

#20NovaPoint Capital, LLCPassive

Notable overlap · 4 shared positions

$APH $TXN $GRMN $SPGI

$481M

161 positions

#21MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 4 shared positions

$AMGN $TXN $NEE $ADP

$1.2B

106 positions

#22Renaissance Investment Group LLCPassive

Notable overlap · 5 shared positions

$ISRG $NXPI $NEE $APH $TJX

$508M

84 positions

#23Navera Investment Management Ltd.Active

Notable overlap · 4 shared positions

$APH $ISRG $ADP $MCD

$3.7B

56 positions

#24Raub Brock Capital Management LPActive

Notable overlap · 5 shared positions

$APH $TXN $TJX $ETN $ADP

$363M

45 positions

#25Cornerstone Capital, Inc.Active

Notable overlap · 4 shared positions

$APH $AMGN $SCHW $ETN

$1.1B

120 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.